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23 hedge funds and large institutions have $3.12M invested in PAVmed in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

0.29% more ownership

Funds ownership: 0.02%0.31% (+0.29%)

15% less capital invested

Capital invested by funds: $3.67M → $3.12M (-$552K)

62% less funds holding

Funds holding: 6023 (-37)

92% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 39

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
23
Holders Change
-37
Holders Change %
-61.67%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
7
Reduced
5
Closed
39
Calls
$379K
Puts
Net Calls
+$379K
Net Calls Change
+$346K
Name Holding Trade Value Shares
Change
Change in
Stake
LCS
26
Levin Capital Strategies
New York
-$44.1K -333 Closed
Verition Fund Management
27
Verition Fund Management
Connecticut
-$41.5K -313 Closed
RJA
28
Raymond James & Associates
Florida
-$40.6K -306 Closed
OIA
29
OneDigital Investment Advisors
Kansas
-$36.8K -278 Closed
Lido Advisors
30
Lido Advisors
California
-$35.4K -267 Closed
Group One Trading
31
Group One Trading
Illinois
-$32.1K -242 Closed
RA
32
RFG Advisory
Alabama
-$31.5K -238 Closed
FWSM
33
First Wilshire Securities Management
California
-$29K -222 Closed
LPL Financial
34
LPL Financial
California
-$28.6K -216 Closed
LCM
35
Lazari Capital Management
California
-$26.2K -198 Closed
Charles Schwab
36
Charles Schwab
California
-$23.4K -177 Closed
BSW
37
Buckingham Strategic Wealth
Missouri
-$20.6K -156 Closed
PCA
38
Pallas Capital Advisors
Massachusetts
-$16.8K -143 Closed
KWMG
39
King Wealth Management Group
Florida
-$16K -121 Closed
TWM
40
Tradition Wealth Management
Minnesota
-$16K -118 Closed
TSS
41
Two Sigma Securities
New York
-$15.6K -118 Closed
FLPIM
42
F.L. Putnam Investment Management
Massachusetts
-$15.3K -115 Closed
PAG
43
Private Advisor Group
New Jersey
-$11.8K -89 Closed
Jane Street
44
Jane Street
New York
-$11.4K -86 Closed
Bank of New York Mellon
45
Bank of New York Mellon
New York
-$10.3K -78 Closed
Millennium Management
46
Millennium Management
New York
-$9.69K -73 Closed
XT
47
XTX Topco
Cayman Islands
-$9.63K -73 Closed
WP
48
WealthPLAN Partners
Nebraska
-$9.53K -72 Closed
BCM
49
BluePath Capital Management
Georgia
-$8.55K -65 Closed
IWC
50
Integrated Wealth Concepts
Massachusetts
-$7.42K -56 Closed

PAVM Hedge Fund Activity: Q4 2023 in Review

23 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PAVmed (PAVM) for Q4 2023, worth a combined $3.12M — down 15% from $3.67M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of PAVM and 3 opened new positions — a net loss of 36 holders — while 5 trimmed existing stakes and 7 added.

The largest buyer was First Manhattan, adding an estimated $524K. The largest seller was Levin Capital Strategies, exiting entirely with an estimated $44.1K sold.

  • 23 institutional investors held PAVmed (PAVM) as of Q4 2023, down from 60 in Q3 2023.
  • Funds reported $3.12M of PAVmed stock for Q4 2023, down 15% quarter-over-quarter.
  • 3 funds opened new PAVmed positions in Q4 2023 and 39 closed out, a net change of -36 holders.
  • The largest PAVmed buyer in Q4 2023 was First Manhattan, an estimated $524K added.
  • The largest PAVmed seller in Q4 2023 was Levin Capital Strategies, an estimated $44.1K sold.

Based on aggregated 13F filings for Q4 2023.